SVP, Corporate Controller

Job Title: SVP, Corporate Controller

Reporting to: Chief Financial Officer

Overview:

BM Technologies, Inc. (“BMTX”) is seeking a SVP, Corporate Controller to support the Chief Financial Officer in managing the accounting operations and financial reporting of the Company through functional, technical, and process leadership and responsibility for our corporate accounting, accounting operations, SOX program management, and portfolio administration workstreams.

You will partner with stakeholders across the Company in a dynamic and fast-paced environment to develop and execute initiatives that will streamline, automate, and improve the accuracy of the close-to-report process including the implementation of NetSuite ERP in Q4 2023. You will play a crucial role in ensuring we continue to build a world-class accounting function while partnering across the business to identify and implement ongoing process improvements.

The ideal candidate possesses public accounting, corporate accounting, and technology industry experience, with experience working within a fast-paced high-growth, and dynamic publicly traded company environment. An active CPA license and recent experience in an SEC-regulated public company is necessary to be successful in this role. Experience in fintech or exposure to depository services or payment processing services is preferred.

This is a hybrid role with an expected 1-2 days per week, on average, working from our Malvern, PA corporate office.

Responsibilities:

• Oversees the end-to-end monthly financial statement close process. Owns the general ledger and recording of all business transactions, including detailed analysis and reconciliation of all general ledger accounts.
• Performs and manages monthly, quarterly, and annual financial statement closing activities and the preparation of related financial statements and various ad hoc reports.
• Consistently analyzes financial data and presents financial reports in an accurate and timely manner. Clearly communicates monthly, quarterly, and annual financial results.
• Ensures team deadlines for month-end close and financial reporting requirements are consistently met.
• Oversees the processing of accounts payable, accounts receivable, cash management, T&E expenses, and payroll and benefits.
• Maintains the Company’s general ledger chart of accounts and reporting hierarchy and ensures the ongoing integrity of the Company’s financial accounting systems/structure.
• Researches accounting issues and applies the best practices and applications in accordance with relevant GAAP.
• Oversees the implementation and ongoing maintenance of effective internal controls over financial reporting and other business process improvements. Monitors ongoing SOX 404 compliance, makes recommendations for, and helps implement ICOFR improvements.
• Supports SEC reporting processes. Liaises with the Company’s independent auditors and supports the timely completion of quarterly reviews and annual audit.
• Ensures accurate/timely direct and indirect tax reporting and payment and identification of any changes in regulations or exposure that could impact the Company.
• Assists in the development, maintenance, and implementation of a documented system of accounting policies and procedures.
• Leads continuous improvement in the areas of accounting operations and financial reporting process/systems to increase automation and scale.
• Assists in the identification, analysis, and implementation of revenue generating or expense saving opportunities in the Company.
• Performs other duties as required to support the Accounting and Finance Department.

Qualifications:

• BA/BS degree in Accounting, Finance, or related field required.
• Active Certified Public Accountant (CPA) licensing required.
• 12-20 years of relevant and progressively responsible accounting experience including both corporate accounting and reporting experience within a fast-paced high-growth publicly traded company environment and public accounting audit experience required.
• Minimum 5 years of supervisory/managerial experience required.
• Direct accounting operations experience including general ledger close, billing, fee processing, receivables and payables management, treasury and working capital management, audit, and compliance required.
• Extensive experience with application and testing of ICOFR under SOX 404.
• Background in accounting for a fintech or exposure to depository services or payment processing services preferred.
• Significant experience with computerized accounting systems required, with preference for Oracle NetSuite.
• Experience with ERP system implementati